Form 5500 · Employee benefit plan · NEW YORK, NY
STRATEGIC FUNDING SOURCE, INC. DBA KAPITUS INC.
Public Form 5500 records show how STRATEGIC FUNDING SOURCE, INC. DBA KAPITUS INC. (NEW YORK, NY) structures its employee benefits. Its broker of record is ALLIANT INSURANCE SERVICES INC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0855279 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 800 | December | $159,958 |
| COMPANION LIFE INSURANCE COMPANY | Life, Disability | 315 | December | $7,359 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 131 | December | $6,784 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 56 | December | $2,332 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 71 | December | $1,849 |
| THE PAUL REVERE LIFE INSURANCE COMPANY | — | 2 | December | $28 |
Questions
Who is STRATEGIC FUNDING SOURCE, INC. DBA KAPITUS INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, STRATEGIC FUNDING SOURCE, INC. DBA KAPITUS INC.'s broker of record is ALLIANT INSURANCE SERVICES INC.
What insurance carrier does STRATEGIC FUNDING SOURCE, INC. DBA KAPITUS INC. use?
STRATEGIC FUNDING SOURCE, INC. DBA KAPITUS INC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 6 disclosed carriers.
When does STRATEGIC FUNDING SOURCE, INC. DBA KAPITUS INC.'s group plan renew?
The most recent Schedule A policy period for STRATEGIC FUNDING SOURCE, INC. DBA KAPITUS INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from STRATEGIC FUNDING SOURCE, INC. DBA KAPITUS INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.